MISSION WEALTH MANAGEMENT, LP

Position in VLO — Valero Energy Corp/Tx

CIK 1645382 Santa Barbara, CA

Position in VLO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,160,520

+$433,117 QoQ

Shares Held

4,456

+51.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#870

of 1,955 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $5,784,043 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	15,142	$2,559,755
2	MPC	Marathon Petroleum Corp	8,072	$2,063,768
3	VLO	Valero Energy Corp/Tx This page	4,456	$1,160,520

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,160,520	4,456	+51.4%	Shares	Sole	2026-07-20
2026-03-31	$727,403	2,944	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$475,346	2,920	-2.1%	Shares	Sole	2026-02-05
2025-09-30	$507,715	2,982	+2.5%	Shares	Sole	2025-11-04
2025-06-30	$391,027	2,909	-19.3%	Shares	Sole	2025-08-05
2025-03-31	$475,848	3,603	-18.1%	Shares	Sole	2025-04-17
2024-12-31	$539,273	4,399	-4.6%	Shares	Sole	2025-02-06
2024-09-30	$622,893	4,613	+40.4%	Shares	Sole	2024-10-31
2024-06-30	$515,113	3,286	-9.8%	Shares	Sole	2024-08-05
2024-03-31	$621,993	3,644	-6.5%	Shares	Sole	2024-04-30
2023-12-31	$506,870	3,899	+15.7%	Shares	Sole	2024-02-05
2023-09-30	$477,562	3,370	-3.9%	Shares	Sole	2023-10-24
2023-06-30	$411,371	3,507	+1.9%	Shares	Sole	2023-08-04
2023-03-31	$480,503	3,442	+0.3%	Shares	Sole	2023-04-07
2022-12-31	$435,256	3,431	-3.1%	Shares	Sole	2023-02-02
2022-09-30	$378,355	3,541	-3.2%	Shares	Sole	2022-10-12
2022-06-30	$388,772	3,658	-2.0%	Shares	Sole	2022-07-27
2022-03-31	$379,048	3,733	+0.2%	Shares	Sole	2022-04-25
2021-12-31	$279,934	3,727	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$261,320	3,703	-3.4%	Shares	Sole	2021-11-05
2021-06-30	$299,358	3,834	-64.6%	Shares	Sole	2021-08-10
2020-09-30	$469,805	10,845	+7.7%	Shares	Sole	2020-10-16
2020-06-30	$592,376	10,071	+14.9%	Shares	Sole	2020-08-03
2020-03-31	$397,489	8,763	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.